CAGR CLUB - Santana Row West
Focus on Risk Presents: GAGR CLUB - Event Series: An Exclusive Networking Evening for Investors (GPs, FOs, LPs, Corp Dev, M&A)
We are delighted to invite you to an exclusive, in-person event on Thursday, July 9th, 2026, at 5:00 PM at Santana Row West, San Jose, CA.
This event will feature:
-Max Morgunov, CFA, Chief Investment Officer at Oceanic Partners
Max leads multi-stage venture investments and private market strategies, with over a decade of experience building and scaling investment operations and facilitating over $1B in private transactions.
Keynote: The Gravity Well: When Everything Orbits the Same Idea
Both public and private markets are running the most concentrated trade in a generation. A handful of names account for the majority of returns, capital flows, and attention, with similar patterns emerging across every layer of the market, from S&P index weights to venture capital deal flow.
Concentrated markets can create extraordinary opportunities for investors who understand their structure. They can also create blind spots. The ongoing debate around AI monetization, the unusually large volume of post-IPO lockup expirations expected in 2026, and infrastructure constraints that capital alone cannot immediately solve are all examples of dynamics that influence where sophisticated investors may find opportunities.
This session explores what it means to invest with conviction in a highly concentrated market environment, how to interpret concentration as a signal rather than an assumption, why some of the most compelling opportunities emerge at the edges rather than the center, and what current parallels between public and private markets may reveal about the sources of durable alpha.
This unique gathering is designed to bring together Family Offices, Venture Capitalists, GPs, Tech Executives, Investment Bankers, Corp Dev, M&A professionals, and funded founders in a relaxed setting. Over $3B in AUM has already RSVP'd.
We’ll dive into engaging conversations focused on LP-GP relationships, Family Office Risk within the industry, and cutting-edge technology trends. This is a fantastic opportunity to network, unwind, and share insights from your experiences with fellow thought leaders and innovators.
As part of the event experience, AI Barmen will showcase the next generation of hospitality automation through an AI-powered robotic bartender serving cocktails and mocktails for guests.
Built for high-volume hospitality environments, AI Barmen combines robotics and AI-driven guest interaction to help venues increase speed of service, reduce labor dependency, and create a premium experience guests remember. The company is targeting bars, arenas, hotels and private events where automation can unlock both operational efficiency and new guest engagement.
If you’re a GP/FO and would like to feature your portfolio company, please reach out to Ryan at [email protected] for more details.
We look forward to an enjoyable and insightful evening with you! Please RSVP to secure your spot.
Special Guest Speakers to be announced!
Sponsored by:
Focus On Risk - Facebook - X - YouTube - Substack
CAGR CLUB by Baird Augustine
Silicon Valley Economic Forum